Tasks

Tasks help you break down project work into manageable items that can be assigned to crew members and tracked through completion.

Kanban Board

The Tasks tab displays tasks in a Kanban board with columns for each status. Drag and drop tasks to move them between columns or reorder within a column.

Column	Meaning
Backlog	Not yet ready to start
Ready	Ready to work on
In Progress	Work has begun
Blocked	Stuck or waiting on something
Done	Completed

Click the + button in any column header to create a task with that status.

Creating Tasks

1. Go to your project’s Tasks tab
2. Click + New Task (or the + in a column)
3. Fill in the details:
   • Title (required) - Brief description of the work
   • Description - Detailed instructions (optional)
   • Assignee - Who should complete this task
   • Status - Which column the task belongs in
4. Click Create Task

Additional Fields (Managers Only)

Managers can also set:

• Cost Code - Links the task to a cost code for progress tracking
• Budgeted Quantity - How much work is planned (e.g., 500 SF)
• Due Date - When it should be completed
• Linked Files - Attach project PDFs for reference

Progress Tracking

When a task has a cost code and budgeted quantity, the installed quantity contributes to your Progress Tracking. See that page for details on how task quantities roll up into project progress.

Updating Tasks

Changing Status

Drag the task card to a different column, or open the task and change the status.

Updating Installed Quantity

As work is completed:

1. Open the task
2. Update the Installed Quantity field
3. Save the task

When you mark a task as Done, the installed quantity is automatically set to match the budgeted quantity (if it was still at 0).

Mark Done

Click Mark Done to quickly move a task to the Done column and auto-fill the installed quantity.

Comments

Add comments to tasks to communicate with your team:

1. Open the task
2. Scroll to the Comments section
3. Type your message and click Send

Comments can include photos—useful for documenting issues, progress, or questions. All team members with access to the project can see task comments.

Pinned Plan Locations

Tasks can be pinned to specific locations on plan sheets, making it easy to see exactly where the work needs to happen:

1. Open the task details
2. View Pinned Locations to see where this task is marked on plans
3. Tap any location to jump directly to that spot on the plan sheet

You can also pin tasks directly from the Plans viewer—see Plans for details.

Viewing Tasks

Web App

The Kanban board shows all tasks for the project organized by status. Click any task card to view details, edit, or add comments.

Mobile App

Field crews can view the project’s Kanban board on mobile with the same drag-and-drop functionality. Swipe between columns or drag tasks to move them.

My Tasks View

Field workers also have a My Tasks view that shows their assigned tasks across all projects in one place. This view includes filters for:

• Status (Backlog, Ready, In Progress, Blocked, Done)
• Active filter shows Ready, In Progress, and Blocked by default

Permissions

Action	Field Worker	Manager	Admin
View all tasks	✓	✓	✓
Create tasks	✓	✓	✓
Update status	✓	✓	✓
Update installed qty	✓	✓	✓
Reorder tasks	✓	✓	✓
Set cost code & budget		✓	✓
Set due date		✓	✓
Link files		✓	✓
Delete tasks		✓	✓

Task Reports

Task completion data is included in the automated Task Report, showing:

• Tasks completed in the reporting period
• Tasks in progress
• Tasks by assignee